How to integrate with Funraise

You will learn

Learn how to integrate Funraise with Klaviyo in order to personalize and target emails based on each contributor's donation and website activity. The data synced from Funraise to Klaviyo includes:

• When a contribution is made
• Contribution amount
• Customer information including email address, first and last name, and location
• Whether the donation is recurring
• Whether the contributor wants to be anonymous

Add the Funraise integration

1. In Klaviyo, select the Integrations tab.
2. Click Explore apps, search for Funraise, and click the card. Then, click Install.
3. Enter the Username and Password for a Funraise account with admin access, then click Connect to Funraise. The Funraise account must have admin access so Klaviyo can pull in all of your fundraising and campaign data.

4. On the next page, select Add new Funraise supporters to a Klaviyo list if you want to add supporters to a list, then choose the list from the dropdown. This does not subscribe them to marketing messages.
5. Click Complete setup.

Add Klaviyo onsite tracking

Klaviyo provides different types of onsite tracking, one of which tracks when known users are active on your site. This type of tracking is known as Active on Site tracking, and you can enable it for your Funraise site. To enable it, you must add a code snippet to your site footer.

With Active on Site tracking, you’ll be able to see and leverage data related to website visits and visitor behavior. For example, you can use the Active on Site metric to create segments of people who have visited your site using a browser Klaviyo can identify, but haven't yet made a donation. Learn how Klaviyo identifies site visitors.

1. Copy the Active on Site code snippet below:

<script type="application/javascript" async 
 src="https://static.klaviyo.com/onsite/js/klaviyo.js?company_id=Public API Key"></script>

1. Navigate to your Funraise site and paste the snippet into the main template of your app before the </body> tag.
2. Replace the ‘Public API Key’ text in the snippet with your Klaviyo public API key, found in your Klaviyo account under Account name > Settings > API keys.
3. Save and publish your website changes.
4. In your Klaviyo account, navigate to Integrations > Manage data > Set up web tracking. If prompted to choose an installation method, select Set up manually and click Next.
5. Under Confirm onsite tracking is enabled, enter your Website URL and click Confirm.
6. If asked to update your website in account settings, choose Continue without updating to keep your saved website URL, or Update to replace it. Updating the URL affects existing templates that link to your website.

If your tracking was set up correctly, you will receive a success message.

Monitor the Klaviyo sync and verify donation data

Klaviyo syncs Funraise contributions and supporters hourly. The initial sync imports up to 5 years of data. To monitor and verify your Funraise integration data sync:

1. Click the Analytics dropdown in Klaviyo and select Metrics.
2. Search for and click on the Made Contribution metric to verify that there is data populated for the metric.
3. If there is data, all you need to do is wait until your initial Funraise integration sync has completed; this process can take up to a couple hours depending on how much data you have in your account.
4. After the initial sync finishes, compare the number of completed contributions on a particular day within the imported date range in Klaviyo and Funraise. Klaviyo only syncs contributions with a valid donor email address.
5. If the totals don't match, check that both accounts use the same time zone and that you are comparing completed contributions with valid donor email addresses within the imported date range.
6. To check your timezone setting in Klaviyo, click your account name in the lower left, select Settings > Account.
7. Locate the Time zone section.

Data synced from Funraise

There is 1 major metric that is captured by Funraise and synced to Klaviyo: Made Contribution.

The Made Contribution event is tracked for a completed contribution in Funraise with a valid donor email address. It includes the contribution amount and whether the donation is recurring, but not how often future donations will recur. You can filter and target Made Contribution events based on the following key criteria:

• Donation Type
• Form Name
• Form URL
• Is Anonymous (True or False)
• Is Dedication (True or False)
• Is Recurring (True or False)
• Page URL

Here is an example of all the data Klaviyo receives along with a Made Contribution event:

In addition to this core metric, Klaviyo creates or updates profiles for Funraise supporters with valid email addresses. It syncs the contact and location properties listed below, rather than every additional detail stored in Funraise. You can use these properties in segments and flows.

Here are the default properties that are automatically synced from Funraise:

• Email
• First Name
• Last Name
• City
• State/Region
• Zip Code, Country
• Phone Number

Outcome

You have completed integrating with Funraise, set up web tracking, and have verified your Funraise data in Klaviyo. Now, you'll be able to personalize and target emails based on each contributor's donation and website activity.

Additional resources